Independent Financial Advisor - Vietnam

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Ho Chi Minh City Vietnam

We are representing a prestigious Wealth Management firm in Ho Chi Minh City Vietnam seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor you will play a vital role in providing expert financial advice to clients aiding them in achieving their financial objectives and securing their financial futures.

Requirements:

Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

Possession of industryleading qualifications such as CFP CFA or other relevant certifications.

Transferable client base and AUM.

Excellent communication and interpersonal skills.

Strong analytical and problemsolving abilities.

Ability to work independently and collaboratively within a team environment.

Responsibilities:

Foster and maintain strong relationships with clients delivering expert financial advice and guidance.

Conduct comprehensive assessments of clients current financial situations and future goals.

Develop and implement tailored financial plans for clients including investment retirement and tax planning strategies.

Regularly monitor clients financial progress and adjust plans as necessary.

Stay abreast of industry trends and regulations to ensure compliance and deliver exceptional service to clients.

We offer a competitive package and a supportive collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals we encourage you to apply for this exciting opportunity.

Self Employed Package

Remote Work :

No